List of DealTrak TPO Portal Customers
Leeds, LS10 1LR,
United Kingdom
Since 2010, our global team of researchers has been studying DealTrak TPO Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased DealTrak TPO Portal for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using DealTrak TPO Portal for Loan Management include: Perrys, a United Kingdom based Automotive organisation with 1390 employees and revenues of $1.03 billion, SG Petch, a United Kingdom based Automotive organisation with 360 employees and revenues of $312.0 million, Stellify Capital, a United States based Banking and Financial Services organisation with 43 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using DealTrak TPO Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The DealTrak TPO Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Perrys | Automotive | 1390 | $1.0B | United Kingdom | Dealtrak | DealTrak TPO Portal | Loan Management | 2012 | n/a |
In 2012 Perrys implemented the DealTrak TPO Portal to support dealer finance and insurance processes across its UK dealer network. The DealTrak TPO Portal is employed as a Loan Management application to orchestrate third-party finance originations, capture finance and insurance (F&I) workflows, and centralize customer finance records for the retailer.
The deployment footprint spans Perrys dealer network in the United Kingdom and focuses on F&I operational workflows and compliance controls. Implementation activity centered on DealTrak's TPO/Loan Management capabilities and a dedicated Compliance Module, with the Compliance Module launched in May 2018 and applied to over 184,000 customers to improve auditability and compliance.
Operationally the solution standardizes dealer-facing origination flows, enforces audit trails and driven consent capture, and centralizes documentation and recordkeeping consistent with Loan Management practices. Governance emphasis across the rollout reinforced standardized F&I processes and auditable workflows for Perrys dealers, with the DealTrak TPO Portal serving as the primary system of record for dealer finance submissions and compliance monitoring.
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SG Petch | Automotive | 360 | $312M | United Kingdom | Dealtrak | DealTrak TPO Portal | Loan Management | 2009 | n/a |
In 2009, SG Petch began using DealTrak TPO Portal to streamline dealer finance and insurance workflows. The DealTrak TPO Portal was implemented as a Loan Management solution to centralize proposal submissions, standardize dealer-facing finance proposals, and configure TPO workflows for dealer interactions.
Deployment emphasized portal-driven proposal submission and reporting, with configuration of loan management workflows and automation around proposal creation and tracking. Operational coverage is focused on dealer finance and insurance functions, and SG Petch reports current per-customer time savings of about 10 minutes while planning deeper integrations to extend automation and reporting across dealer systems.
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Stellify Capital | Banking and Financial Services | 43 | $8M | United States | Dealtrak | DealTrak TPO Portal | Loan Management | 2022 | n/a |
In 2022, Stellify Capital implemented DealTrak TPO Portal. The DealTrak TPO Portal is deployed on the company website and serves as a web-embedded channel within the Loan Management category, providing a customer-facing entry point for third-party originators and centralized pipeline visibility for loan intake.
The implementation configures role-based access for TPO users and administrative back-office controls, aligning with standard Loan Management capabilities such as application submission, document collection, and pipeline monitoring. Operational scope centers on sales, operations, and broker relations, and governance emphasis is on centralized TPO onboarding and standardized document workflows to streamline third-party origination processes.
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